- This event has passed.
October EPC Meeting – Adam Cappelli – “Banton Trusts – Protecting Your Assets From Yourself”
October 8 @ 05:30 PM - 07:30 PM
Adam co-founded Cambridge LLP law firm in 2010 and co-manages the Estates Group where the focus is estate planning, administration and estate litigation. Adam has been certified by the Law Society of Ontario as a Specialist in Estates and Trusts Law which has been the sole focus of his practice for nearly three decades.
Adam’s extensive experience in resolving hundreds of estate disputes, caused by poor planning or bad advice, has enhanced Adam’s problem-solving skills for clients with special planning needs. Adam often advises executors, trustees, and attorneys in respect of their fiduciary obligations and he is often retained by beneficiaries and trustees in respect of bringing or defending a claim involving an estate or a trust.
The Canadian Italian Business & Professional Association (CIBPA) for Hamilton & Halton selected Adam as the sole recipient of it’s distinguished “Professional Excellence Award” in 2021. Adam’s professional experience inspired him to produce and host two local weekly cable TV shows “Heirs & Omissions” and “Legal Ease”, and more recently a weekly live webcast “WillPower Wednesdays”, which examine many contemporary legal issues. Adam’s expertise also gave him the opportunity to lecture estate planning in McMaster’s DeGroote MBA program for several years.
Adam is one of the select group of lawyers who have successfully completed both the Certified Financial Planning (CFP) program and the membership requirements of the Society of Trust and Estate Practitioners (STEP). Every year since 2006 Adam has been voted by his peers as one of “The Best Lawyers in Canada” in the area of Estates and Trusts Law. Adam completed his Honours Bachelor of Commerce degree at McMaster University and then received his MBA and law degrees from the University of Windsor.
Every year since 2008 Adam has participated in JDRF’s “Ride for a Cure” to raise money to find a cure for Type 1 Diabetes. Outside of law Adam is passionate about live music and sports.
5:30 P.M. – Social
6:00 P.M. – Dinner
6:45 P.M. – Presentation
7:30 P.M. – Adjourn
